ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $263,000 | -91.1% | 3,866 | -90.5% | 0.16% | -87.4% |
| Q4 2015 | $2,940,000 | +3718.2% | 40,772 | +3583.1% | 1.28% | +2315.1% |
| Q3 2015 | $77,000 | -25.2% | 1,107 | -12.7% | 0.05% | -15.9% |
| Q2 2015 | $103,000 | -88.4% | 1,268 | -88.8% | 0.06% | -86.0% |
| Q1 2015 | $891,000 | -5.2% | 11,273 | -7.7% | 0.45% | -4.4% |
| Q4 2014 | $940,000 | +2585.7% | 12,211 | +2356.9% | 0.47% | +2384.2% |
| Q3 2014 | $35,000 | +66.7% | 497 | +77.5% | 0.02% | +111.1% |
| Q2 2014 | $21,000 | – | 280 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |